CFO Advisory
Empowering finance leaders to drive strategic growth, operational excellence, and enterprise value.
Our CFO Advisory service provides tailored, high-impact support to Chief Financial Officers and finance executives navigating today’s increasingly complex financial landscape. As the CFO role evolves from financial steward to strategic partner, we deliver the insight, tools, and executional support needed to lead transformation, enable data-driven decisions, and unlock enterprise-wide value.
Our cross-functional, integrated CFO Advisory team leverages backgrounds in accounting, finance, operations, investment banking, investing and consulting to provide holistic finance and accounting perspectives that are unrivaled in the middle market.
The AVIVANT integrated go-to-market operating model is core to delivering superior strategic finance solutions and operational / technical accounting support.
Our CFO Advisory team draws on experience from hundreds of engagements spanning the business and investment lifecycle for client companies undergoing significant growth, business model transition, end to end transformation, or even underperformance and distress.
We partner with CFOs, finance teams, and boards to:
- Shape finance strategy and operating models aligned with business priorities, scalability needs, and performance goals
- Optimize capital structure, liquidity, and funding strategies, including debt, equity, and working capital management
- Enhance financial planning and analysis (FP&A) capabilities through modern tools, data integration, and scenario modeling
- Support digital finance transformation, including ERP modernization, automation, and AI-enabled reporting
- Design and execute cost management programs, identifying efficiency opportunities across functions and geographies
- Strengthen governance, risk, and compliance (GRC) frameworks to support internal controls and regulatory readiness
- Guide IPO readiness, M&A, and restructuring efforts, from due diligence to investor communications
Whether stepping into a new role, driving enterprise transformation, or preparing for a capital event, our CFO Advisory service equips finance leaders with the strategic clarity, operational leverage, and trusted partnership to lead with impact.
